Financial Advisor
Buckinghamshire
Financial Advisor – Full Client Book
£60k – £70k + Bonus
Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support
Full-time | Permanent
Are you an experienced and client-focused Financial Advisor ready to take the next step in your career?
We are seeking a Financial Advisor to join our growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.
We take great pride in integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.
With a strong reputation and a collaborative culture, we offer the perfect platform for ambitious professionals looking to make a real impact.
Financial Advisor Role:
Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment advice
Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base
Financial Advisor Requirements:
Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
Proven track record of client retention, asset growth, and delivering exceptional service
Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
Excellent interpersonal, communication, and relationship-building skills
Client-first mindset with the ability to navigate complex financial needs
Financial Advisor What's on Offer:
A competitive negotiable remuneration package with performance-based incentives
Access to a high-quality client base
Full paraplanning and administrative support to allow you to focus on client relationships
Opportunities for continued professional development and progression to leadership roles
A flexible, collaborative, and forward-thinking work environment